HL
DVA icon

HeadInvest LLC’s DaVita DVA Stock Holding History

HeadInvest LLC’s Portfolio DVA Stock Details DVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-35
Closed -$3.33K – 346
2023
Q3 		$3.33K Buy
+35
New +$3.57K ﹤0.01% 647

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

HeadInvest LLC's DVA Position: Q4 2023 in Review

HeadInvest LLC sold out of DaVita (DVA) in Q4 2023, closing a stake of 35 shares — an estimated $3.33K sold.

HeadInvest LLC first reported a position in DVA in Q3 2023 and held it in 1 quarter. The position peaked at $3.33K in Q3 2023. 536 funds tracked by Wall St. Rank hold DVA as of Q4 2023.

  • HeadInvest LLC reported no remaining DaVita position as of Q4 2023 after selling out during the quarter.
  • HeadInvest LLC sold 35 DaVita shares in Q4 2023, an estimated $3.33K.
  • HeadInvest LLC first reported a position in DaVita in Q3 2023 and held it in 1 quarter.
  • HeadInvest LLC's DaVita position peaked at $3.33K in Q3 2023.
  • 536 funds tracked by Wall St. Rank held DaVita as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.